Corporate Income Tax Specialist- Income Tax Accounts

Salary- $48,100.00

GENERAL FUNCTION

The Income Tax Specialist plays a critical role in assisting and shaping the direction of one or more sections in the Income Tax Accounts Division of the Oklahoma Tax Commission. The Specialist’s primary goals are to enforce state statutes, rules, and to collect outstanding income taxes.

The Specialists are involved in conducting professional operational reviews, research, or informal audits to determine compliance with laws and regulations, generally accepted accounting procedures, financial accountability standards or other requirements. This includes scheduling, planning and conducting required interviews, reviewing required accounting records or other tax documents, evaluating financial controls, identifying deficiencies, advising on compliance with established requirements or standards, and preparing supporting documents.

TYPICAL FUNCTIONS

The functions performed by employees in this job family will vary by level, but may include the following:

· Examines, investigates, and reviews records, reports, and management practices to ensure legal compliance with state rules and statutes

· Appropriately addresses internal and external customer issues while respecting business needs

· Assists with the needed actions performed by other groups and related tax types within the agency

· Manages and prioritizes assigned caseload and provides services to taxpayers with little supervision

· Assists taxpayers both in-person and over the phone, with excellent customer service

· Identifies the most appropriate method to complete tasks and meet deadlines

· Evaluates relevant data and aspects of situations and make appropriate decisions

· Reviews applicable laws, regulations, procedures, and financial and administrative controls

· Prepares adjustment letters to accurately explain errors and balances

· Conducts reviews of monthly billing to verify system correctness

· Assists in projects as assigned

This specific position will support the following section of the Income Tax Accounts Division with additional duties that will vary by level, but may include the following:

· Level I – Performs simple-to-routine review of transactions as it pertains to corporate income tax

· Level II – Performs simple-to-complex review of transactions as it pertains to corporate income tax

· Level III – Performs complex review of transactions as it pertains to corporate income tax

· Conducts review of returns for accuracy and processes corresponding refunds and bills

· Advises taxpayers and legal representatives concerning the interpretations and applications of the tax laws and rules and in the preparation/completion of tax reports in a professional and courteous manner

COMPLEXITY OF KNOWLEDGE, SKILLS, AND ABILITIES

Knowledge of

· Accounting and auditing methods and systems

· Generally accepted auditing standards and procedures

· Computer technology principles, terminology, and automated systems

· Financial statements, ledgers, journals and reports

· Analytical principles

Skills in

· Interpersonal skills

· Using a computer and applicable software

· Proficient in Microsoft Office programs

· Proficient analytical, critical thinking and problem-solving abilities

· Verbal communication

· Active listening

· Exceptional attention to detail

Ability to

· Review and analyze data and apply rules and statutes to correctly process incoming returns

· Work effectively in a fast-paced environment

· Prioritize tasks to meet deadlines

· Accept responsibility for actions with honesty and integrity while remaining committed to organization success

· Promote a team atmosphere

· Establish and maintain effective working relationships with others

· Communicate effectively

LEVEL DESCRIPTORS

The Income Tax Specialist job family has three levels, which are distinguished by the complexity of assignments, the level of expertise required to perform the duties assigned, and the responsibility for providing leadership to others.

Level I is the entry-level where employees are assigned professional-level responsibilitiesfor performing various routine audits, reviews or investigations or assisting in the completion of more complex audits or investigations as a member of an audit team. It also includes entry-level auditors who generally perform such work in a training status to build their skills in completing various types of audits and reviews.

MINIMUM QUALIFICATIONS

Level I
Education and Experience requirements at this level consist of

· A bachelor’s degree in accounting, finance, business or public administration; or related field

· OR an equivalent combination of education and experience, substituting one year of paraprofessional experience in auditing, accounting, or similar field for each year of the required education

SPECIAL REQUIREMENTS

Core work hours for the Oklahoma Tax Commission are Monday through Friday, 7:30am to 4:30pm. This schedule may require minor flexibility based on the needs of the agency.

Telework may be required based on the needs of the agency, division, and section. If applicable, applicant must be willing and able to BOTH work on-site and telework at an off-site location, generally in the applicant’s home. Applicant must have a secure internet connection and a dedicated telephone (landline) or smart phone device during scheduled working hours.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Job Type: Full-time

Pay: $48,100.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Education:

• Bachelor's (Preferred)

Experience:

• accounting, finance, business or public administration: 4 years (Preferred)

Ability to Relocate:

• Oklahoma City, OK 73102: Relocate before starting work (Required)

Work Location: In person